Sales commission software for financial advice and wealth firms
Adviser remuneration mixes initial and ongoing income with a heavy compliance burden — recurring trail and indemnity clawbacks make it one of the hardest commission models to run by hand.
How commission works in financial advice and wealth firms
Advisers typically earn an initial amount on new business plus ongoing/trail income as a percentage of funds under advice, often tiered by assets brought in. Much of the value is recurring, paid for as long as the client stays.
Where the spreadsheet breaks
Trail income is recurring and compounds across a growing book, and indemnity clawbacks mean that if a client cancels early, previously paid commission is reclaimed — all while the FCA expects a clean, defensible audit trail behind every figure.
How Commit handles it
Commit runs recurring trail alongside initial commission, handles indemnity clawbacks on early cancellation, and keeps an audit trail behind every calculation so the numbers stand up to compliance review.
See it on your own plan
Commit models financial advice and wealth firms’ commission — thresholds, splits, clawbacks and all — and shows every rep exactly how their number was built.
See pricing →Frequently asked questions
Can it handle recurring trail commission?
Yes — Commit pays ongoing trail as a percentage of funds under advice on a recurring basis, alongside any initial commission.
What about indemnity clawbacks?
If a client cancels within the indemnity period, Commit reclaims the relevant commission automatically and records why, for the audit trail.
See commission software for other industries.